Forex Calendar

FI Eye-Opener: Anti-establishment sentiment surges in Spain

German bond yields ended the day slightly down on Friday and the curve steepened some (10-year yield down by some half a bp),

RBA – Forces on rates aren’t shifting decisively

RBA to leave the cash rate at 2½% tomorrow for 15th consecutive month and their updated forecasts on Friday will be little changed.

Cutting to the Quick

With the Reserve Bank sounding less convinced about lifting its policy cash rate any further,

Weekly Commentary

As expected, the RBNZ left rates on hold last week andstruck a more dovish tone.

Daily FX Update

Developments in the Asian and European session were important drivers of medium term USD strength.

The Global Macro Pulse

The market’s review of changes in GPIF’s asset allocation helped push USDJPY up to 109.38.

FX Daily

We now expect euro-area HICP to remain unchanged at this cycle low of 0.3% inOctober.

FI Eye-Opener: And here comes more QE

German bonds rallied hard again yesterday, as the Fed’s message was shrugged off and

Daily FX Update

Markets are digesting yesterday’s Fed statement, but sentiment into the NA open is negative.

The Global Macro Pulse

USD-G10 has traded only very marginally higher in Asia following its post-FOMC rally in US time.

FX Daily

Spanish and German inflation will provide information about the impact of thedecline in the oil price during October.

FI Eye-Opener: And we’re done

QE3, it was good to know you, won’t miss you though.